A screw thread, often shortened to thread, is a helical structure used to convert between rotational and linear movement or force. A screw thread is a ridge wrapped around a cylinder or cone in the form of a helix, with the former being called a straight thread and the latter called a tapered thread. More screw threads are produced each year than any other machine element.[1]
The mechanical advantage of a screw thread depends on its lead, which is the linear distance the screw travels in one revolution.[2] In most applications, the lead of a screw thread is chosen so that friction is sufficient to prevent linear motion being converted to rotary, that is so the screw does not slip even when linear force is applied so long as no external rotational force is present. This characteristic is essential to the vast majority of its uses. The tightening of a fastener's screw thread is comparable to driving a wedge into a gap until it sticks fast through friction and slight plastic deformation.
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Screw threads have several applications:
In all of these applications, the screw thread has two main functions:
Every matched pair of threads, external and internal, can be described as male and female. For example, a screw has male threads, while its matching hole (whether in nut or substrate) has female threads. This property is called gender.
The helix of a thread can twist in two possible directions, which is known as handedness. Most threads are oriented so that the threaded item, when seen from a point of view on the axis through the center of the helix, moves away from the viewer when it is turned in a clockwise direction, and moves towards the viewer when it is turned counterclockwise. This is known as a right-handed (RH) thread, because it follows the right hand grip rule. Threads oriented in the opposite direction are known as left-handed (LH).
By common convention, right-handedness is the default handedness for screw threads. Therefore, most threaded parts and fasteners have right-handed threads. Left-handed thread applications include:
The term chirality comes from the Greek word for "hand" and concerns handedness in many other contexts.
The cross-sectional shape of a thread is often called its form or threadform (also spelled thread form). It may be square, triangular, trapezoidal, or other shapes. The terms form and threadform sometimes refer to all design aspects taken together (cross-sectional shape, pitch, and diameters).
Most triangular threadforms are based on an isosceles triangle. These are usually called V-threads or vee-threads because of the shape of the letter V. For 60° V-threads, the isosceles triangle is, more specifically, equilateral. For buttress threads, the triangle is scalene.
The theoretical triangle is usually truncated to varying degrees (that is, the tip of the triangle is cut short). A V-thread in which there is no truncation (or a minuscule amount considered negligible) is called a sharp V-thread. Truncation occurs (and is codified in standards) for practical reasons:
Ball screws, whose male-female pairs involve bearing balls in between, show that other variations of form are possible. Roller screws use conventional thread forms but introduce an interesting twist on the theme.
The angle characteristic of the cross-sectional shape is often called the thread angle. For most V-threads, this is standardized as 60 degrees, but any angle can be used.
Lead ( /ˈliːd/) and pitch are closely related concepts. They can be confused because they are the same for most screws. Lead is the distance along the screw's axis that is covered by one complete rotation of the screw (360°). Pitch is the distance from the crest of one thread to the next. Because the vast majority of screw threadforms are single-start threadforms, their lead and pitch are the same. Single-start means that there is only one "ridge" wrapped around the cylinder of the screw's body. Each time that the screw's body rotates one turn (360°), it has advanced axially by the width of one ridge. "Double-start" means that there are two "ridges" wrapped around the cylinder of the screw's body.[5] Each time that the screw's body rotates one turn (360°), it has advanced axially by the width of two ridges. Another way to express this is that lead and pitch are parametrically related, and the parameter that relates them, the number of starts, very often has a value of 1, in which case their relationship becomes equality. In general, lead is equal to S times pitch, in which S is the number of starts.
While specifying the pitch of a metric thread form is common, inch-based standards usually use threads per inch (TPI), which is how many threads occur per inch of axial screw length. Pitch and TPI describe the same underlying physical property—merely in different terms. When the inch is used as the unit of measurement for pitch, TPI is the reciprocal of pitch and vice versa. For example, a 1⁄4-20 thread has 20 TPI, which means that its pitch is 1⁄20 inch (0.050 in or 1.27 mm).
Coarse threads are those with larger pitch (fewer threads per axial distance), and fine threads are those with smaller pitch (more threads per axial distance). Coarse threads have a larger threadform relative to screw diameter, whereas fine threads have a smaller threadform relative to screw diameter. This distinction is analogous to that between coarse teeth and fine teeth on a saw or file, or between coarse grit and fine grit on sandpaper.
The common V-thread standards (ISO 261 and Unified Thread Standard) include a coarse pitch and a fine pitch for each major diameter. For example, 1⁄2-13 belongs to the UNC series (Unified National Coarse) and 1⁄2-20 belongs to the UNF series (Unified National Fine).
A common misconception among people not familiar with engineering or machining is that the term coarse implies here lower quality and the term fine implies higher quality. The terms when used in reference to screw thread pitch have nothing to do with the tolerances used (degree of precision) or the amount of craftsmanship, quality, or cost. They simply refer to the size of the threads relative to the screw diameter. Coarse threads can be made accurately, or fine threads inaccurately.
There are several relevant diameters for screw threads: major diameter, minor diameter, and pitch diameter.
Major diameter is the largest diameter of the thread. For a male thread, this means "outside diameter", but in careful usage the better term is "major diameter", since the underlying physical property being referred to is independent of the male/female context. On a female thread, the major diameter is not on the "outside". The terms "inside" and "outside" invite confusion, whereas the terms "major" and "minor" are always unambiguous.
Minor diameter is the smallest diameter of the thread.
Pitch diameter, also known as mean diameter, is a diameter in between major and minor. It is the diameter at which each pitch is equally divided between the mating male and female threads. It is important to the fit between male and female threads, because a thread can be cut to various depths in between the major and minor diameters, with the roots and crests of the threadform being variously truncated, but male and female threads will only mate properly if their sloping sides are in contact, and that contact can only happen if the pitch diameters of male and female threads match closely. Another way to think of pitch diameter is "the diameter on which male and female should meet".
Thread pitch diameter is analogous to gear pitch diameter, which is related to how two mating gears should meet.
The way in which male and female fit together, including play and friction, is classified (categorized) in thread standards. Achieving a certain class of fit requires the ability to work within tolerance ranges for dimension (size) and surface finish. Defining and achieving classes of fit are important for interchangeability. Classes include 1, 2, 3 (loose to tight); A (external) and B (internal); and various systems such as H and D limits.
To achieve a predictably successful mating of male and female threads and assured interchangeability between males and between females, standards for form, size, and finish must exist and be followed. Standardization of threads is discussed below.
Screw threads are almost never made perfectly sharp (no truncation at the crest or root), but instead are truncated, which is known as the thread depth or percentage of thread. The UTS and ISO standards codify the amount of truncation, including tolerance ranges.
A perfectly sharp 60° V-thread will have a depth of thread ("height" from root to crest) equal to 86.6% of the pitch. This fact is intrinsic to the geometry of an equilateral triangle—a direct result of the basic trigonometric functions. It is independent of measurement units (inch vs mm).
The typical depth of UTS and ISO threads with truncation included is around 75% of the pitch. Threads can be (and often are) truncated a bit more, yielding thread depths of 60% to 65%. This makes the thread-cutting easier (yielding shorter cycle times and longer tap and die life) without a large sacrifice in thread strength. For many applications, 60% threads are optimal, and 75% threads are wasteful or "over-engineered" (additional resources were unnecessarily invested in creating them). To truncate the threads further different techniques are used for male and female threads. For male threads, the bar stock is "turned down" somewhat before thread cutting, so that the major diameter is reduced. Likewise, for female threads the stock material is drilled with a slightly larger tap drill, reducing the minor diameter. The pitch diameter is unchanged by these operations which change material dimensions prior to tapping (thread cutting).
This balancing of truncation versus thread strength is common to many engineering decisions involving material strength and material thickness, cost, and weight. Engineers use a number called the safety factor to quantify the increased material thicknesses or other dimension beyond the minimum required for the estimated loads on a mechanical part. Increasing the safety factor generally increases the cost of manufacture and decreases the likelihood of a failure. So the safety factor is often the focus of a business management decision when a mechanical product's cost impacts business performance and failure of the product could jeopardize human life or company reputation. For example, aerospace contractors are particularly rigorous in the analysis and implementation of Safety factors in the manufacture of manned space flight equipment or even launch equipment for unmanned satellites. Material thickness affects not only cost, but the weight and the cost to lift that weight into orbit. The cost of failure and the cost of manufacture are both extremely high. Thus the safety factor dramatically impacts company fortunes and is often worth the additional engineering expense required for detailed analysis and implementation. The fate of extremely expensive space hardware often hangs on the thread depth for bolts used in the mounting of the hardware to space launch vehicles.
Tapered threads are used on fasteners and pipe. A common example of a fastener with a tapered thread is a wood screw.
The threaded pipes used in some plumbing installations for the delivery of fluids under pressure have a threaded section that is slightly conical. Examples are the NPT and BSP series. The seal provided by a threaded pipe joint is created when a tapered externally threaded end is tightened into an end with internal threads. Normally a good seal requires the application of a separate sealant in the joint, such as thread seal tape, or a liquid or paste pipe sealant such as pipe dope, however some threaded pipe joints do not require a separate sealant.
Standardization of screw threads has evolved since the early nineteenth century to facilitate compatibility between different manufacturers and users. The standardization process is still ongoing; in particular there are still (otherwise identical) competing metric and inch-sized thread standards widely used.[6] Standard threads are commonly identified by short letter codes (M, UNC, etc.) which also form the prefix of the standardized designations of individual threads.
Additional product standards identify preferred thread sizes for screws and nuts, as well as corresponding bolt head and nut sizes, to facilitate compatibility between spanners (wrenches) and other tools.
The most common threads in use are the ISO metric screw threads (M) for most purposes and BSP threads (R, G) for pipes.
These were standardized by the International Organization for Standardization (ISO) in 1947. Although metric threads were mostly unified in 1898 by the International Congress for the standardization of screw threads, separate metric thread standards were used in France, Germany, and Japan, and the Swiss had a set of threads for watches.
In particular applications and certain regions, threads other than the ISO metric screw threads remain commonly used, sometimes because of special application requirements, but mostly for reasons of backwards compatibility:
The first historically important intra-company standardization of screw threads began with Henry Maudslay around 1800, when the modern screw-cutting lathe made interchangeable V-thread machine screws a practical commodity. During the next 40 years, standardization continued to occur on the intra-company and inter-company level.[10] No doubt many mechanics of the era participated in this zeitgeist; Joseph Clement was one of those whom history has noted. In 1841, Joseph Whitworth created a design that, through its adoption by many British railroad companies, became a national standard for the United Kingdom called British Standard Whitworth. During the 1840s through 1860s, this standard was often used in the United States and Canada as well, in addition to myriad intra- and inter-company standards. In April 1864, William Sellers presented a paper to the Franklin Institute in Philadelphia, proposing a new standard to replace the U.S.'s poorly standardized screw thread practice. Sellers simplified the Whitworth design by adopting a thread profile of 60° and a flattened tip (in contrast to Whitworth's 55° angle and rounded tip).[11][12] The 60° angle was already in common use in America,[13] but Sellers's system promised to make it and all other details of threadform consistent.
The Sellers thread, easier for ordinary machinists to produce, became an important standard in the U.S. during the late 1860s and early 1870s, when it was chosen as a standard for work done under U.S. government contracts, and it was also adopted as a standard by highly influential railroad industry corporations such as the Baldwin Locomotive Works and the Pennsylvania Railroad. Other firms adopted it, and it soon became a national standard for the U.S.,[13] later becoming generally known as the United States Standard thread (USS thread). Over the next 30 years the standard was further defined and extended and evolved into a set of standards including National Coarse (NC), National Fine (NF), and National Pipe Taper (NPT).
During this era, in continental Europe, the British and American threadforms were well known, but also various metric thread standards were evolving, which usually employed 60° profiles. Some of these evolved into national or quasi-national standards. They were mostly unified in 1898 by the International Congress for the standardization of screw threads at Zurich, which defined the new international metric thread standards as having the same profile as the Sellers thread, but with metric sizes. Efforts were made in the early 20th century to convince the governments of the U.S., UK, and Canada to adopt these international thread standards and the metric system in general, but they were defeated with arguments that the capital cost of the necessary retooling would drive some firms from profit to loss and hamper the economy. (The mixed use of dueling inch and metric standards has since cost much, much more, but the bearing of these costs has been more distributed across national and global economies rather than being borne up front by particular governments or corporations, which helps explain the lobbying efforts.)
During the late 19th and early 20th centuries, engineers found that ensuring the reliable interchangeability of screw threads was a multi-faceted and challenging task that was not as simple as just standardizing the major diameter and pitch for a certain thread. It was during this era that more complicated analyses made clear the importance of variables such as pitch diameter and surface finish.
A tremendous amount of engineering work was done throughout World War I and the following interwar period in pursuit of reliable interchangeability. Classes of fit were standardized, and new ways of generating and inspecting screw threads were developed (such as production thread-grinding machines and optical comparators). Therefore, in theory, one might expect that by the start of World War II, the problem of screw thread interchangeability would have already been completely solved. Unfortunately, this proved to be false. Intranational interchangeability was widespread, but international interchangeability was less so. Problems with lack of interchangeability among American, Canadian, and British parts during World War II led to an effort to unify the inch-based standards among these closely allied nations, and the Unified Thread Standard was adopted by the Screw Thread Standardization Committees of Canada, the United Kingdom, and the United States on November 18, 1949 in Washington, D.C., with the hope that they would be adopted universally. (The original UTS standard may be found in ASA (now ANSI) publication, Vol. 1, 1949.) UTS consists of Unified Coarse (UNC), Unified Fine (UNF), Unified Extra Fine (UNEF) and Unified Special (UNS). The standard was not widely taken up in the UK, where many companies continued to use the UK's own British Association (BA) standard.
However, internationally, the metric system was eclipsing inch-based measurement units. In 1947, the ISO was founded; and in 1960, the metric-based International System of Units (abbreviated SI from the French Système International) was created. With continental Europe and much of the rest of the world turning to SI and the ISO metric screw thread, the UK gradually leaned in the same direction. The ISO metric screw thread is now the standard that has been adopted worldwide and has mostly displaced all former standards, including UTS. In the U.S., where UTS is still prevalent, over 40% of products contain at least some ISO metric screw threads. The UK has completely abandoned its commitment to UTS in favour of the ISO metric threads, and Canada is in between. Globalization of industries produces market pressure in favor of phasing out minority standards. A good example is the automotive industry; U.S. auto parts factories long ago developed the ability to conform to the ISO standards, and today very few parts for new cars retain inch-based sizes, regardless of being made in the U.S.
In American engineering drawings, ANSI Y14.6 defines standards for indicating threaded parts. Parts are indicated by their nominal diameter (the nominal major diameter of the screw threads), pitch (number of threads per inch), and the class of fit for the thread. For example, “.750-10UNC-2A” is male (A) with a nominal major diameter of 0.750 in, 10 threads per inch, and a class-2 fit; “.500-20UNF-1B” would be female (B) with a 0.500 in nominal major diameter, 20 threads per inch, and a class-1 fit. An arrow points from this designation to the surface in question.[14]
There are many ways to generate a screw thread, including the traditional subtractive types (e.g., various kinds of cutting [single-pointing, taps and dies, die heads, milling]; molding; casting [die casting, sand casting]; forming and rolling; grinding; and occasionally lapping to follow the other processes); newer additive techniques; and combinations thereof.